Calendar View

The calendar view provides a visual representation of your trading activity, making it easy to spot patterns and track daily performance.

Accessing Calendar

1. Go to Dashboard > Calendar
2. Or click Calendar in the sidebar

Calendar Layout

Monthly View

The default view shows:

• Current month grid
• Days with trades highlighted
• Color coding for P/L
• Trade count indicators

Navigation

• < > arrows: Move between months
• Today: Jump to current date
• Month/Year: Quick date picker

Color Coding

Performance Colors

Each trading day is color-coded:

Intensity

Color intensity shows magnitude:

• Darker green = larger profit
• Darker red = larger loss
• Light colors = small P/L

Day Details

Clicking a Day

Click any day to see:

• All trades for that day
• Total P/L for day
• Number of trades
• Win rate for day

Trade List

For each trade shown:

• Symbol and direction
• Entry and exit times
• P/L amount
• Strategy used

Quick Actions

From day view:

• Click trade to see details
• Add new trade for that day
• View day in analytics

Weekly Summary

Week Totals

See weekly aggregates:

• Total P/L per week
• Trade count per week
• Average per day

Best/Worst Days

Identify patterns:

• Your best day of week
• Days to avoid
• Optimal trading schedule

Monthly Patterns

Heat Map Effect

The color pattern reveals:

• Streak patterns
• Consistency
• Problem periods
• Strong runs

Monthly Stats

Summary for each month:

• Total trades
• Net P/L
• Win rate
• Trading days

Using Calendar Effectively

Pattern Recognition

Look for:

• Day of week patterns: Monday worse than Friday?
• Time of month: Beginning vs. end
• Streak patterns: Win/loss clusters
• Recovery patterns: After losses

Trading Schedule

Optimize your schedule:

1. Identify best days
2. Note worst days
3. Consider reducing on bad days
4. Focus on good days

Filters and Views

Filter Options

Narrow what you see:

View Modes

Different perspectives:

• Trade count: Size by number of trades
• P/L magnitude: Size by profit/loss
• Win rate: Color by win percentage

Calendar Statistics

Key Metrics

The calendar shows:

• Average P/L per trading day
• Trading days this month
• Best day ever
• Worst day ever

Streak Tracking

Monitor your streaks:

• Current win streak
• Current loss streak
• Longest win streak
• Longest loss streak

Planning with Calendar

Mark Special Days

Note important dates:

• Earnings season
• FOMC meetings
• Market holidays
• Personal time off

Review Schedule

Use calendar for reviews:

• Weekly review on Sunday
• Monthly review on 1st
• Quarterly review

Historical Analysis

Year-Over-Year

Compare same months:

• This December vs. last December
• Seasonal patterns
• Improvement tracking

Holiday Periods

Analyze special periods:

• Holiday week performance
• End of year patterns
• Vacation return performance

Export Options

Export Calendar

Download calendar view:

• PNG image
• PDF format
• CSV data

Include in Reports

Use for:

• Monthly trading reports
• Coach/mentor reviews
• Personal records

Mobile Calendar

On mobile devices:

• Vertical month view
• Tap for day details
• Swipe between months
• Full functionality

Tips for Success

Daily Check

At end of trading day:

1. View your calendar
2. See where today fits
3. Note any patterns

Weekly Review

Each week:

1. Review past 5 trading days
2. Note patterns
3. Plan next week

Monthly Analysis

Each month:

1. Analyze full month pattern
2. Compare to previous months
3. Identify improvement areas

Next Steps

• Dashboard Overview - Full analytics
• Equity Curve - Performance trends
• Key Metrics - Understanding metrics